Category Taxes
Understanding Bitcoin Tax Implications for Investors
In recent years, the rise of Bitcoin and other digital currencies has captured the attention of investors worldwide. With promises of decentralized finance and the potential for astronomical returns, these assets have garnered both excitement and skepticism. However, amidst the…
Know your tax brackets for 2024
There are seven federal tax brackets for the 2024 tax year: 10%, 12%, 22%, 24%, 32%, 35%, and 37%. Every year, the IRS modifies the tax brackets for inflation. Your specific bracket depends on your taxable income and filing status.…
Tax Saving Moves for 2023
1. Know your tax bracket The first step in managing your taxes is knowing your tax bracket. 2023 federal tax rates fall into the following brackets depending on your taxable income and filing status. Knowing where you land on the…
Know your tax brackets for 2023
There are seven federal tax brackets for the 2023 tax year: 10%, 12%, 22%, 24%, 32%, 35%, and 37%. Every year the IRS modifies the tax brackets for inflation. Your specific bracket depends on your taxable income and filing status.…
Tax Saving Strategies for 2022
As we approach the end of 2022, I am sharing my favorite list of tax-saving ideas to help you lower your tax bill for 2022. In my experience, the US tax rules change frequently. 2022 was no exception. 2022 has…
Tax brackets for 2022
There are seven federal tax brackets for the 2022 tax year: 10%, 12%, 22%, 24%, 32%, 35% and 37%. Every year the IRS modifies the tax brackets for inflation. Your specific bracket depends on your taxable income and filing status.…
Achieving tax alpha and higher after tax returns on your investments
What is tax alpha? Tax Alpha is the ability to achieve an additional return on your investments by taking advantage of a wide range of tax strategies as part of your comprehensive wealth management and financial planning. As you know,…
Tax Saving Ideas for 2021
As we approach the end of 2021, I am sharing my favorite list of tax-saving ideas that can help you lower your tax bill for 2021. In my practice, In the US tax rules change frequently. 2021 was no exception.…
Tax Saving Moves for 2020
As we approach the end year, we share our list of tax-saving moves for 2020. 2020 has been a challenging and eventful year. The global coronavirus outbreak changed the course of modern history. The Pandemic affected many families and small…
12 End of Year Tax Saving Tips
As we approach the close of 2019, we share our list of 12 end of year tax saving tips. Now is a great time to review your finances. You can make several smart and simple tax moves that can help…
9 Smart Tax Saving Strategies for High Net Worth Individuals
The Tax Cuts and Jobs Act (TCJA) voted by Congress in late 2017 introduced significant changes to the way high net worth individuals and families file and pay their taxes. The key changes included the doubling of the standard deduction to $12,000…
14 Effective ways to take control of your taxes
In this blog post, I will go over several popular and some not so obvious tax deductions and strategies that can help you decrease your annual tax burden. Let’s be honest. Nobody wants to pay taxes. However, taxes are necessary…
10 Ways to reduce taxes in your investment portfolio
Successful practices to help you lower taxes in your investment portfolio A taxable investment account is any brokerage or trust account that does not come with tax benefits. Unlike Roth IRA and Tax-Deferred 401k plans, these accounts do not have many…
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